DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Blue Sky Capital Consultants Group, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Alondra Zepeda OchoaD. M. Brenner, Inc. independent RIABlue Sky Capital Consultants Group, Inc. independent RIARIA to RIAAug 11, 2025Nov 3, 2025 (84 d)
Leilani HarwoodF.A.I.T.H. Driven Planning unclassifiedBlue Sky Capital Consultants Group, Inc. independent RIAOtherSep 25, 2024Jan 1, 2025 (98 d)
Tyler W GogliaCapital Financial Consultants Group, Inc. independent RIABlue Sky Capital Consultants Group, Inc. no RAUMRIA to a newly registered adviserApr 25, 2024May 13, 2024
Larry Jerome StecklerCapital Financial Consultants Group, Inc. independent RIABlue Sky Capital Consultants Group, Inc. no RAUMRIA to a newly registered adviserApr 3, 2024Feb 2, 2024
Michelle P LinCapital Financial Consultants Group, Inc. independent RIABlue Sky Capital Consultants Group, Inc. no RAUMRIA to a newly registered adviserApr 3, 2024Feb 2, 2024
Scott Richard NabbCapital Financial Consultants Group, Inc. independent RIABlue Sky Capital Consultants Group, Inc. no RAUMRIA to a newly registered adviserApr 3, 2024Feb 2, 2024
Matthew Ryan GoldbergD. M. Brenner, Inc. independent RIABlue Sky Capital Consultants Group, Inc. independent RIARIA to RIAMar 4, 2024Mar 7, 2025 (368 d)
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7 moves match.